{"id":16232,"date":"2023-05-08T10:36:18","date_gmt":"2023-05-08T10:36:18","guid":{"rendered":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/?post_type=article&#038;p=16232"},"modified":"2025-08-18T11:03:53","modified_gmt":"2025-08-18T05:33:53","slug":"donations","status":"publish","type":"article","link":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/donations\/","title":{"rendered":"How to Add and Manage Donations?"},"content":{"rendered":"<p>In this article, we will help you to understand how to add and manage donations.<\/p>\n<table style=\"line-height: 10px; height: 26px; width: 99.8764%; border-collapse: collapse; background-color: #f7f7f7;\">\n<tbody>\n<tr style=\"height: 108px;\">\n<td style=\"width: 100%; height: 26px;\">\n<p style=\"text-align: left;\"><strong>Skip Ahead to:<\/strong><\/p>\n<p style=\"line-height: 10px; text-align: left;\"><a href=\"#Overview\">Overview<\/a><\/p>\n<p style=\"text-align: left;\"><a href=\"#Navigation\">Navigation<\/a><\/p>\n<p style=\"text-align: left;\"><a href=\"#AddDonations\">Steps to Add Donations<\/a><\/p>\n<p style=\"text-align: left;\"><a href=\"#DefaultSections\">Default Sections in Donations<\/a><a id=\"Overview\"><\/a><a href=\"#DefaultSections\"><\/a><\/p>\n<p style=\"text-align: left;\"><a href=\"#ManageDonations\">Common Operations to Manage Donations<\/a><\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2>Overview<\/h2>\n<p>Easily manage donations, and donors&#8217; information, track their contributions and fetch receipt details. It focuses on empowering organizations to effortlessly collect and manage contributions for their causes. From one-time donations to recurring gifts and campaign-specific contributions, our menu caters to a range of giving opportunities, helping you maximize your fundraising potential.<\/p>\n<p><a id=\"Navigation\"><\/a>Note: The Donations menu is only available for the <a target=\"_blank\" href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/non-governmental-organization-ngo-templates-and-related-menus\/#FundraisingandCRM\" rel=\"noopener\">Fundraising and CRM<\/a> template.<\/p>\n<h2>Navigation<\/h2>\n<p>In the left navigation panel, expand the\u00a0<strong>Recent Projects<\/strong>\u00a0menu and select any project. Hover over the Project breadcrumb at the top, <a id=\"AddDonations\"><\/a>expand the\u00a0<strong>Execute<\/strong>\u00a0module, and select\u00a0<strong>Donations<\/strong>.<\/p>\n<h2>Steps to Add Donations<\/h2>\n<ol>\n<li>To add Donations from the listing view, click the ADD button.<\/li>\n<li>Enter the relevant attributes for the creation of a Donations:<\/li>\n<\/ol>\n<ul>\n<li>Name: Enter the name for the Donations.<\/li>\n<li>Owner: Assign a card owner for the Donations.<\/li>\n<li>Amount: Enter the amount to be donated.<\/li>\n<li>Contact No.: Give the contact details of the person making the Donations.<\/li>\n<li>Email Id: Enter the email address of the person making the Donations.<\/li>\n<li>Receipt No. Enter the receipt details of the donation.<\/li>\n<li>Link to Receipt: Enter the hyperlink to the receipt of your donation.<\/li>\n<li>Payment Date: Enter a payment date for the Donation.<\/li>\n<li>Program Name: Enter the name of the program for which you are making a donation.<\/li>\n<li>Donation Type: Select a suitable category for donation.<\/li>\n<li>Donation Frequency: Set a frequency for the donation.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2023\/05\/Donations.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-16417\" src=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2023\/05\/Donations.jpg\" alt=\"\" width=\"1298\" height=\"682\" srcset=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2023\/05\/Donations.jpg 1298w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2023\/05\/Donations-300x158.jpg 300w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2023\/05\/Donations-1024x538.jpg 1024w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2023\/05\/Donations-768x404.jpg 768w\" sizes=\"(max-width: 1298px) 100vw, 1298px\" \/><\/a><\/p>\n<p>3. Fill in the other remaining attributes and click the\u00a0<strong>SAVE<\/strong>\u00a0button.<\/p>\n<p><a id=\"DefaultSections\"><\/a>To know how to quickly add the Donations from the left navigation panel, <a target=\"_blank\" href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/how-to-add-and-modify-a-workitem\/#Add_from_left_panel\" rel=\"noopener\">click here<\/a>.<\/p>\n<h2>Default Sections in Donations<\/h2>\n<p>The default sections are Details, Linked Cards, Comments &amp; Attachments, and Activity Log.<\/p>\n<p>Once the Donation is created, the following tab is visible:<\/p>\n<ul class=\"whs1\" type=\"disc\">\n<li class=\"p-ListBullet\"><b>Details<\/b>: The Details section displays, gathers, and tracks all information related to the Donations.<\/li>\n<li><b>Comments &amp; Attachments:\u00a0<\/b>The members can add comments related to the project item which are then listed in the Comments section. When a project item requires more data for reference, you can attach files that can be downloaded, edited, and uploaded. For more information, click\u00a0<a target=\"_blank\" href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/collaboration\/\" rel=\"noopener\">here<\/a>.<\/li>\n<li class=\"p-ListBullet\"><strong>Linked Cards:<\/strong>\u00a0It helps you to set parent-child hierarchy and the relationship between themes\/epics and workitems and trace them while working with them. For more information, click\u00a0<a target=\"_blank\" href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/how-to-manage-linked-cards-in-workitems\/\" rel=\"noopener\">here<\/a>.<\/li>\n<li><strong>System Fields:<\/strong> All the system-generated fields or uneditable fields are listed in the System Fields segment.<\/li>\n<li class=\"p-ListBullet\"><b>Activity Log<\/b>: The Activity log displays the list of operations in reverse chronological order for activities performed such <a id=\"ManageDonations\"><\/a>as updating, closing, reopening, etc. In the Activity Log, you can view the various versions and the differences between the two versions of a workitem.\u00a0For more information, click\u00a0<a target=\"_blank\" href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/understanding-the-activity-log\/\" rel=\"noopener\">here<\/a>.<\/li>\n<\/ul>\n<h2>Common Operations to Manage Donations<\/h2>\n<ul>\n<li><a href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/how-to-add-and-modify-a-workitem\/#EditWorkitem\">Edit<\/a><\/li>\n<li><a href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/how-to-export-and-import-workitems\/#ImportWorkitem\">Import<\/a><\/li>\n<li><a href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/how-to-export-and-import-workitems\/#ExportWorkitem\">Export<\/a><\/li>\n<li><a href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/how-to-add-and-modify-a-workitem\/#MultilineAddItem\">Multiline Add Item<\/a><\/li>\n<li><a href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/how-to-copy-and-delete-a-workitem\/#DeleteWorkitem\">Delete<\/a><\/li>\n<li><a href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/how-to-sort-the-list-view\/#MultiSort\">Multi Sort<\/a><\/li>\n<li><a href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/column-settings\/\">Column Settings<\/a><\/li>\n<li><a href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/how-to-print-workitems\/\">Print<\/a><\/li>\n<li><a href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/how-to-copy-and-delete-a-workitem\/\">Copy<\/a><\/li>\n<\/ul>\n<div class=\"helpful-block-content wth-theme-thumbs\" data-title=\"\" >\n<ul>\n<li><span class=\"wth-title\">Was this helpful?<\/span><\/li>\n<li><a data-post=\"16232\" data-post-url=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/donations\/\" data-post-title=\"How to Add and Manage Donations?\" data-response=\"1\" href=\"#\" class=\"wth-green-btn icon-thumbsup\">Yes<\/a>&nbsp; &nbsp;<a data-response=\"0\" data-post=\"16232\" data-post-url=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/donations\/\" data-post-title=\"How to Add and Manage Donations?\" href=\"#\" class=\"wth-red-btn icon-thumbsdown\">No<\/a><\/li>\n<\/ul>\n<\/div>","protected":false},"author":5,"featured_media":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","multi-rating":{"mr_rating_results":[]},"_links":{"self":[{"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/article\/16232"}],"collection":[{"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/article"}],"about":[{"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/types\/article"}],"author":[{"embeddable":true,"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/comments?post=16232"}],"version-history":[{"count":23,"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/article\/16232\/revisions"}],"predecessor-version":[{"id":18195,"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/article\/16232\/revisions\/18195"}],"wp:attachment":[{"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/media?parent=16232"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}